证券代码：600714 证券简称：金瑞矿业 编号：临2025-041号 青海金瑞矿业发展股份有限公司 2025年第二季度主要生产经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第3号——行业信息披露》的相关 要求，现将青海金瑞矿业发展股份有限公司（以下简称"公司"）2025年第二季度 生产经营数据公告如下： 注：本期公司主营业务产品碳酸锶产销量和销售收入同比增长，主要系市场价格上涨及上年 同期进行例行停产检修所致；金属锶产品产销量及销售收入同比减少，主要系公司结合市场变化 对产销结构进行调整所致。 产品名称 产量 销量 销售收入 本期数（吨） 同比变动 （%） 本期数（吨） 同比变动 （%） 本期数（万元） 同比变动 （%） 碳酸锶 5,330.43 10.03 3,482.82 33.54 4,246.82 129.68 金属锶 270.85 -49.81 262.96 -39.47 1,382.65 -42.40 铝锶合金 881.51 4.61 826.49 -11. ...

Core Viewpoint - The price increase of strontium carbonate, driven by changes in the supply chain of strontium ore, has led to significant stock price movements for companies in the A-share strontium carbonate sector, particularly Jinrui Mining, which has experienced consecutive trading limit increases [1] Price Trends and Drivers - Strontium carbonate prices have risen from a low of less than 8,000 yuan/ton to the current 16,000 yuan/ton over the past year, with the price increase starting in Q3 of last year due to the elimination of the "intermittent carbonization method" production process and the bankruptcy of Hebei Xinjie Chemical, leading to a supply-demand gap of 20% [1][2] - Key events contributing to price increases include a fire at a strontium ore refining plant in Mexico, which caused a 10% price spike, and an explosion at Iran's Abbas Port [1][2] Company Performance - Jinrui Mining's production of various strontium carbonate products reached 17,100 tons in 2023, with a projected increase to 21,300 tons in 2024, indicating a capacity utilization rate of 106.5% for 2024 [3] - The revenue for Jinrui Mining is expected to rise to 343 million yuan in 2024, a year-on-year increase of 24.88%, with net profit reaching 35.01 million yuan, reflecting a significant year-on-year increase of 356.54% [3] Competitive Landscape - Jinrui Mining's competitor, Hongxing Development, has a cost advantage due to its strontium ore supply being sourced entirely from its parent company, allowing for better cost control [4] - Jinrui Mining's future profit elasticity may be limited compared to Hongxing Development, as it relies on external high-priced strontium ore imports once its low-cost inventory is depleted [4] Profitability Projections - If strontium carbonate prices rise to 20,000 yuan/ton by the end of the year, this could yield an additional net profit of 13 million yuan for Jinrui Mining, with an estimated valuation premium of 400 million yuan based on an industry average PE of 30 times [5]

Group 1 - Qinghai Jinrui Mining Co., Ltd. (金瑞矿业) announced that individual Li Jian acquired 15,276,600 shares, representing 5.30% of the company's total shares, through a judicial auction for 148 million yuan [1] - The auction involved a total of 41,938,700 shares from Qinghai Jinxing Mining Co., Ltd., which were split into three packages, with the other two packages remaining unsold [1] - Jinrui Mining reported a revenue of 343 million yuan in 2024, a year-on-year increase of 24.88%, and a net profit of 35.01 billion yuan, reflecting a significant growth of 356.54% [2] Group 2 - Jinrui Mining specializes in the production and sales of strontium salt products, including strontium carbonate and strontium metal, with applications in various industries such as electronics, metallurgy, and automotive [2] - Li Jian's acquisition price was 9.69 yuan per share, while the stock closed at 10.58 yuan, indicating a 1.44% increase on June 6 [3]

证券代码：600714 证券简称：金瑞矿业 编号：临2025-021号 青海金瑞矿业发展股份有限公司 2025年第一季度主要生产经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第3号——行业信息披露》的相关 要求，现将青海金瑞矿业发展股份有限公司（以下简称"公司"）2025年第一季度 生产经营数据公告如下： 注：本期碳酸锶生产线例行停产检修，产销量同比减少。但受市场价格上涨因素影响，销售 收入同比增加。公司结合市场变化，及时调整产销结构，金属锶产品产销量及销售收入同比减少。 产品名称 产量 销量 销售收入 本期数（吨） 同比变动 （%） 本期数（吨） 同比变动 （%） 本期数（万元） 同比变动 （%） 碳酸锶 3,754.05 -29.28 3,691.35 -10.9 3,687.72 32.89 金属锶 186.10 -41.50 223.00 -43.37 1,242.60 -42.71 铝锶合金 974.39 9.33 879.99 7.38 2,182.48 12 ...